Grace + Custom Automations
Automate the Work That Slows You Down—Without Losing the Personal Touch
Every business has its own set of repetitive tasks, processes, and customer interactions that eat up time, drain resources, and slow things down. With Grace, you don’t just get an AI-powered customer support assistant; you get a fully customizable automation engine built to fit your exact needs.
From follow-ups and form submissions to appointment scheduling, lead qualification, and proactive messaging, Grace automates it all with intelligence, consistency, and speed.
What Custom Automations with Grace Can Do for You
✅ Turn Your Workflows Into Auto-Pilot
Grace adapts to your internal processes from intake to escalation and executes them automatically. Whether it’s verifying warranty status, initiating a return, syncing with a CRM, or routing a hot lead to sales, Grace follows your flow to the letter, every time.
✅ Trigger Automated Follow-Ups, No More Slipping Through the Cracks
Grace can automatically send follow-ups via phone, email, or SMS when a customer misses an appointment, hasn’t submitted a form, or hasn’t responded to a quote. No leads lost. No tasks forgotten.
✅ Route Inquiries Based on Custom Rules
Need calls routed by location, product type, or customer value? Grace can identify who’s calling, why they’re calling, and route the conversation based on your business logic, ensuring every inquiry gets to the right place fast.
✅ Automate Repetitive Communications
Grace handles high-volume requests like tracking numbers, FAQs, product guides, policy explanations, service updates, and more, all delivered automatically and accurately, with your brand’s voice and tone.
✅ Log Interactions & Sync With Your Tools
Grace integrates with your CRM, helpdesk, scheduling tools, and marketing platforms to automatically log every interaction and update records, saving your team hours of manual data entry.
✅ Launch Personalized Customer Journeys
Using customer behavior or trigger events, Grace can launch automated journeys—sending nurture emails, offering upgrade options, reminding customers of expiring plans, or checking in post-purchase to drive satisfaction and retention.
✅ Collect & Tag Data for Analytics and Insights
Grace doesn’t just respond; she learns. Every interaction she automates becomes part of a data stream you can use to improve marketing, support, and sales efforts over time. Your automations don’t just work, they get smarter.
Real-World Use Case:
A customer submits a warranty inquiry through your website. Grace immediately verifies the product and purchase date, triggers a replacement request with your fulfillment team, notifies the customer via email, updates your CRM, and sends a survey 48 hours after delivery, all without any staff involvement.
Why Custom Automations with Grace Matter
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⚙️ Tailored to your unique workflows
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⏱️ Frees up your human team to focus on high-value work
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🔄 Delivers consistent, always-on service
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🧠 Smart enough to adjust and learn over time
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💬 Personal, human-like interactions, fully automated
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💰 Reduces overhead while boosting response time and quality
Want to See Grace Automate Your Workflow?
Call 845-456-8200 and experience Grace in action. Ask about a product issue and watch how she walks you through the fix, offers a care package, and initiates a follow-up, all automatically.
Let Grace Automate the Busywork—So You Can Focus on the Big Picture
Custom automations are no longer just for tech giants. Grace brings powerful, intelligent automation to businesses of any size without the complexity. You bring the process. Grace brings it to life.
👉 Schedule your Grace automation demo now or contact Joseph M. Terp at joseph@gracecx.com | 407-786-9900
